Payment Groupings: Organizing Payment Data

Key Concepts

Payment Groupings - A view option that organizes payment data into logical categories to simplify analysis and reporting across your construction projects.

Step-by-Step Guide

Step 1: Access the Payments Page

1. Navigate to your project in Mastt
2. Click on the Cost module in the main navigation
3. Select the Payments tab to view all payment data

Step 2: Select a Grouping Option

1. In the top left of the Payments page, locate the Group by dropdown menu
2. Click on the dropdown to see available grouping options
3. Select your preferred grouping method from the following options:
   • Contract - Groups all payments by their associated contract
   • Payment Month - Groups payments by the calendar month in which works occurred
   • Cash Flow Month - Groups payments by their cash flow month
   • Status - Groups payments by their current status (e.g., Draft, Approved)
   • Reimbursable Claim - Shows only reimbursable claims
   • None - Shows all payments without grouping

Step 3: View Grouped Data

1. The payments list will automatically reorganize based on your selected grouping
2. Each group will display a subtotal, showing the combined value of all payments in that group
3. Groups can be expanded or collapsed by clicking on the group header

Best Practices

• Use Contract grouping when analyzing costs per vendor or contract
• Use Payment Month or Cash Flow Month grouping for financial reporting periods
• Use Status grouping to quickly identify payments that require attention
• Switch between different groupings to gain various perspectives on your financial data

Tips:

• Combine grouping with filters for more specific analysis
• Export grouped data for inclusion in external reports
• Regularly review payment status groupings to ensure timely processing

Note: Grouping preferences are saved per user, so you can set your preferred view and it will remain consistent when you return to the Payments page.

Last Updated: March 21, 2025